--- title: "Connect WorkRamp and YNAB - APIANT.ai" description: "When \"Assignment Completed: Challenge\" fires in WorkRamp, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/workramp-to-ynab" --- # Connect WorkRamp and YNAB When **Assignment Completed: Challenge** fires in [WorkRamp](https://apiant.ai/connections/workramp), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Get contact** in WorkRamp. Describe the whole flow and it is built, tested on every scenario and kept running. WorkRamp **9** triggers WorkRamp **11** actions YNAB **14** triggers YNAB **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WorkRamp and YNAB to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What WorkRamp and YNAB can do together ### From WorkRamp to YNAB - When **Assignment Completed: Challenge** in WorkRamp then **Create Transaction** in YNAB - When **Assignment Completed: Path** in WorkRamp then **Budget to a Category** in YNAB ### From YNAB to WorkRamp - When **Goal Completed** in YNAB then **Get contact** in WorkRamp - When **New Account** in YNAB then **Find User** in WorkRamp Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with WorkRamp and YNAB ## Triggers and actions 23 triggers · 15 actions - Trigger **Assignment Completed: Challenge** Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status. - Trigger **Assignment Completed: Path** Triggers when a user completes an assignment for the selected path. - Trigger **Assignment Completed: Scorm** Triggers when a user completes an assignment for the chosen SCORM course. - Trigger **Assignment Created: Challenge** Triggers when a user is newly assigned to the selected challenge. - Trigger **Assignment Created: Path** Triggers when a user is assigned to the selected WorkRamp path. - Trigger **Assignment Created: Scorm** Triggers when a user is assigned the selected SCORM course. - Trigger **Training Complete** Triggers when a contact completes a training in your Customer Learning Cloud academy. - Trigger **User Created** Triggers when a new user is created in your WorkRamp enterprise. - Trigger **User Deleted** Triggers when a user in your WorkRamp enterprise is deleted. - Action **Add group** Creates a new group in WorkRamp, optionally with initial member users. - Action **Delete contact** Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy. - Action **Delete user** Deletes an existing user from your WorkRamp enterprise. - Action **Find User** Returns the WorkRamp users that match an email address, a name or a custom attribute value. - Action **Get contact** Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email. - Action **List certifications** Returns all certifications (badges) set up in your WorkRamp account. - Action **List events** Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts. - Action **List groups** Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times. - Action **List guides** Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags. - Action **List paths** Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags. - Action **List users** Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute. - Trigger **Category Overspent** Triggers when a category is overspent and has a negative balance. - Trigger **Goal Completed** Triggers when a goal is completed. - Trigger **Low Account Balance** Triggers when a Checking or Savings account balance drops below a certain amount during a month. - Trigger **Low Category Balance** Triggers when a category balance drops below a certain amount. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New or Updated Account** Triggers when a new account is created or an existing account is updated. - Trigger **New or Updated Category** Triggers when a new category is created or an existing category is updated. - Trigger **New or Updated Scheduled Transaction** Triggers when a scheduled transaction is created or updated. - Trigger **New or Updated Transaction** Triggers when a transaction is created or updated. - Trigger **New Payee** Triggers when a new payee is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Trigger **Spending in Account** Triggers when a new outflow transaction is created in an account. - Trigger **Spending in Category** Triggers when a new outflow transaction is assigned to a category. - Action **Budget to a Category** Budgets to a category in the current month. - Action **Create Transaction** Creates a new transaction. - Action **Get Current Budget Month** Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts. - Action **Get Current Month Summary** Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts. ## Each app on its own - [ **WorkRamp** WorkRamp is the All-in-One Platform that powers learning as a growth engine for the modern enterprise.](https://apiant.ai/connections/workramp) - [ **YNAB** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connections/ynab) Reviews ## What our customers say ## More from WorkRamp - [ **WorkRamp to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workramp-to-zoom) - [ **WorkRamp to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workramp-to-linkedin) - [ **WorkRamp to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workramp-to-facebook) - [ **WorkRamp to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workramp-to-anthropic) - [ **WorkRamp to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workramp-to-supabase) - [ **WorkRamp to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/workramp-to-elevenlabs) ## More into YNAB - [ **Vercel to YNAB** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-ynab) - [ **Postman to YNAB** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-ynab) - [ **HubSpot to YNAB** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ynab) - [ **Salesforce to YNAB** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ynab) - [ **Slack to YNAB** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ynab) - [ **Gmail to YNAB** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ynab) Questions ## WorkRamp and YNAB, answered ### ### What can start an automation from WorkRamp? Any of WorkRamp's 9 triggers in the catalog, including Assignment Completed: Challenge, Assignment Completed: Path, Assignment Completed: Scorm and Assignment Created: Challenge. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in WorkRamp? Any of YNAB's 4 actions, including Create Transaction, Budget to a Category, Get Current Budget Month and Get Current Month Summary. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from YNAB to WorkRamp? Yes. When something happens in YNAB, your agent can act in WorkRamp too. This page covers both directions: YNAB's triggers and WorkRamp's actions are listed here as well. ### ### Do I have to build a connector for WorkRamp or YNAB? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use WorkRamp and YNAB without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.